FAQS
Elevate questions
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We prefer to focus on value instead of hours. We strive to provide a high amount of value each month you work with us and do not want to be limited by a specific number of hours. Some months require more effort to achieve the desired value and some take less. We meet weekly to ensure consistent progress.
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Every client and implementation is unique. Some clients prefer to be more involved while some prefer the opposite. Some clients require extensive team training while others do not. Simple systems take less time while complex systems take more time. There are several variables that can contribute to the duration of an implementation, however, our average engagements tend to be between 2-4 months.
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We have found the second month of most engagements to be more productive because during the first month we establish a working relationship, become more intimately familiar with you processes and requirements, etc. So, we want you to experience the momentum often seen during the second month to get an accurate understanding of the value we provide.
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Once we have an SOW in place and a kickoff call scheduled, we do not require anything specific from you to get started. However, if you prepare documentation of your processes before our kickoff call, we will be able to make more progress more quickly. So, doing so is recommended but not required because we have a collaborative process and will eventually get the information we need as we meet.
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You will be assigned to a dedicated MSA (Monday Solution Architect) and MSC (Monday Solutions Coordinator). Your primary point of contact will be the MSA, who acts a senior role. The MSA will act as a secondary support role, addressing technical tasks behind the scenes to ensure we are as efficient with our time as possible.
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No, we will build a new system in a separate workspace to avoid disruption. You can keep using your old system while we build the new system and once the new system is complete, we will help migrate the data from your old system to the new system. We will require one seat on your account, which will be shared amongst members of our team.
monday.com questions
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You can make changes to your plan at any time by changing your plan type and adding/removing users (note that post the refund period, we offer no refunds for downgrades). To change your plan, simply go into the admin section, and click on the billing option. From there, click on "change plan," pick your desired plan, and enjoy!
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Not ready to use yet… Yes, there are native integrations, integrations made possible by third party tools such as make.com or Zapier, and custom integrations, which can be done with software that has open API.
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Yes, monday.com supports automations. Automations are combinations of triggers and actions, in which you customize to suit your exact needs. Let’s walk through an easy example: when {status} is {something}, {notify} {someone} {every time period}.
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Dashboards are here to facilitate your workflow, and make sure you stay up-to-date on what's happening in multiple boards. Create summaries, reports, and get a high-level view of everything that is important to you! Select and organize groups from multiple boards in one dashboard. Centralize your data in one workspace, and use our widgets to have all the tools and information you need in one view.
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Every client and implementation is unique. Some clients prefer to be more involved while some prefer the opposite. Some clients require extensive team training while other do not. Simple systems take less time while complex systems take more time. There are several variables that can contribute to the duration of an implementation, however, our average engagements tend to be between 2-4 months.
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Yes, monday.com is a user-friendly no-code tool, which can be set up by anyone willing to take the time to do so. Monday.com is highly customizable, which is a blessing and a curse. It offers a lot of freedom but if you don’t take the time to understand all the options, you could end up with a suboptimal system. Working with Elevate simply ensures you end up with the best possible system for your processes.